Active Campaign Automatically Send Birthday Emails

To begin constructing an automation in ActiveCampaign, start with a “trigger.” There are a number of ways you can activate an automation, including: When a tag is included When a contact subscribes to a list When a contact submits a kind E-commerce and on-site alternatives (available in the “Pro” plan) When the contact reaches a particular point in another automation.

From there, you can begin building the actions in your automation. Some actions that are available in ActiveCampaign’s automations are: Send out an e-mail Inform an employee Wait conditions If/then conditionals Split traffic for screening Avoid to other parts of the automation Track objectives (The contact can skip to the goal’s place in the automation.) Start or end another automation, or end the existing automation Post a webhook Subscribe or unsubscribe the contact to/from lists Update contact details Include and eliminate tags Include a note Lead scoring, SMS and site messages, and Facebook Custom Audience management are all “Pro” features – Active Campaign Automatically Send Birthday Emails.

Contrast with ConvertKit‘s Automations, which are more minimal. On ConvertKit, you can activate an automation when: The contact sends a type The contact purchases A tag is added to the contact A custom-made field is upgraded with a specific value From there, you can produce Conditions, to examine whether the contact has a certain tag or custom-made field worth.

Active Campaign Automatically Send Birthday Emails

You can also develop Events, which are a bit like ActiveCampaign’s Goals, however without the reporting. You can track an Event when: A tag is included or eliminated The contact buys A date occurs A custom-made field is updated with a specific worth You don’t develop e-mails in ConvertKit’s Automations.

For more on how ActiveCampaign compares to ConvertKit, read my ConvertKit vs ActiveCampaign comparison. The primary method I construct my list is through an email course. ActiveCampaign makes it simple for me to construct my e-mail course precisely how I ‘d like to build it. Numerous marketers construct extremely basic e-mail sequences for their “email courses.” A contact register, and then that contact right away begins getting lessons.

It was simple to construct with ActiveCampaign, but difficult when I was with MailChimp. I do not do that technique. My email course is by hand synced with this countdown timer on my site. You have to register by Friday night, and a brand-new course begins each Monday morning. When I initially tried this approach, I was on MailChimp.

Active Campaign Automatically Send Birthday Emails

Here’s the automation I utilize to invite new students to my Style Pitfalls course. There’s a few things going on here: The automation sends out all contacts a “welcome e-mail (Active Campaign Automatically Send Birthday Emails).” The automation confirms that it’s not Friday. If it’s not Friday, the automation waits until it is Friday. At 11am, it sends a “pump up” e-mail to get the trainees all set for next week’s course, and encourage them to share it with friends.

The contact will begin getting lessons the following Monday early morning. If it is Friday and after 7pm, the contact missed enrollment for next week’s class. They’ll get the pump up email the following Friday morning, and lessons the Monday after that. It was impossible for me to automate this with MailChimp.

When I run a webinar, I do not wish to send the exact same e-mail to everyone on my list. I wish to send them the proper e-mail for their level of engagement – Active Campaign Automatically Send Birthday Emails. Active Campaign Automatically Send Birthday Emails. Here’s the automation I utilize to promote an evergreen webinar: First it verifies that they haven’t already purchased the item I pitch in the webinar.

Active Campaign Automatically Send Birthday Emails

Then it sends out a series of emails to get them thinking about the webinar, and to motivate them to sign up. If they sign up, they immediately hit the “Goal” toward completion of the webinar, and the automation ends. If they don’t register, they get contributed to an automation promoting a rebroadcast of the webinar. Active Campaign Automatically Send Birthday Emails.

This allows me to personalize my messaging, in other automations, based upon the contact’s engagement with the webinar. Here’s the WebinarJam combination panel: I can include tags based upon whether the contact registered, went to, missed out on, or based upon the length of time they stayed in the webinar. These tags can then activate automations within ActiveCampaign.

It costs me money, and it makes it most likely that my emails go to spam or Gmail’s promotions tab. Individuals who don’t open my emails make it harder for other e-mails to get to the individuals who really desire them! The “Pro” plan of ActiveCampaign has actually lead scoring integrated in.

Active Campaign Automatically Send Birthday Emails

Here’s an automation I received from ActiveCampaign’s library of automations, which I use to tell which contacts aren’t engaging with my e-mails. When a contact subscribes, this automation includes a “0 days” tag. As time passes, it adds new tags for 7 days, thirty days, 60 days, etc Each time they open an email, a different automation removes them from this automation, gets rid of all of those tags, and begins this automation over once again.

This automation can be overwhelming in the beginning, and this is one of those cases where I wish ActiveCampaign had a more out-of-the-box option. But, because you can do anything with ActiveCampaign, often you need to construct things from scratch. ActiveCampaign has an option to delete non-active customers, which I do not advise.

Some subscribers don’t have tracking switched on, so their opens aren’t tape-recorded. Others still want to be subscribed however have been hectic. Here’s my reactivation series: I send one e-mail asking if they still wish to be subscribed, and briefly discussing why I keep my email list tidy. In one week, I send them another e-mail (if they already clicked on the verification link in the previous e-mail, they have actually already been eliminated from the automation using a different automation) – Active Campaign Automatically Send Birthday Emails.

Active Campaign Automatically Send Birthday Emails

The automation then unsubscribes them. My emails also have a link to a form where they can enter their email address to let me understand that they don’t have tracking made it possible for. This form includes a tag that I utilize to filter those contacts out. Active Campaign Automatically Send Birthday Emails. I used to add this tag when they clicked on a link, however when individuals do not have tracking on, it makes those links not work so dependably! I just send an easy “do you still desire my e-mails?” verification.

Active Campaign Automatically Send Birthday Emails

You can also see whether the conclusion rate has increased or decreased, the length of time it takes for contacts to reach that objective, and you can search all contacts to see who did and didn’t reach the objective. ActiveCampaign’s Message Variables is my preferred function. It conserves me a ton of effort and time, and neither MailChimp nor ConvertKit (upgrade: 9/2020 ConvertKit now has ” bits”) has a comparable feature.

Let’s say you have the very first name of just a few of your contacts, which is the case with my list. I normally don’t need a given name to register to my list, but sometimes I get a given name, such as when someone purchases an item. Would not it be good to greet your contacts by name, in the cases when you have it? You can do this, but it’s cumbersome.

I’m likewise filtering for generic terms included by other systems, such as a dash, or “Guest.” If they have a given name, I state “Hey,” and after that their given name. If they do not, I just state “Hey there,” (Active Campaign Automatically Send Birthday Emails). By developing a Message Variable in ActiveCampaign, I can quickly alter my greeting according to whether I have the contact’s given name.

Active Campaign Automatically Send Birthday Emails

I created a variable that’s just %greeting-hey%. If I have the contact’s name, it shows up in the e-mail. If I don’t have the contact’s name, it defaults to “Hey,”. Where Message Variables truly conserve me a great deal of time is by allowing me utilize the exact same automation over and over again for my webinars, and I can rapidly change out all of the details.

Here are variables for a webinar I run called “Bust Through Creative Blocks.” You can see I have a lot of various variables here, such as the date and time of the webinar, the price of the item, offer terms, coupon code, and more. Each time I run a new webinar, I can alter each of these variables to match any schedule modifications or offer changes.

And here it is in an email. This message variable allows me to easily alter out a countdown timer. I did mention earlier that one of the cons of ActiveCampaign is their e-mail modifying experience. I changed from MailChimp, and MailChimp happens to have the best e-mail modifying experience. I really like to send out simple e-mails.

Active Campaign Automatically Send Birthday Emails

I’ve found that extremely hard to do with ActiveCampaign. For awhile, I was modifying e-mails in ActiveCampaign’s hybrid editor, which is rather cumbersome. For a long period of time, I used ActiveCampaign’s hybrid HTML and WYSIWYG editor, which was activated by a fundamental design template I created. The interface for the HTML editor looks like it was pulled from some free open-source project. Active Campaign Automatically Send Birthday Emails.

Nevertheless, adding images is a bit of a task. You have to pick them from a file internet browser. There’s no drag and drop choice. ActiveCampaign’s HTML e-mail editor requires that you compose entirely in HTML. The alternative to this, if you wish to have control over the HTML, is to edit pure HTML, with a preview on the side.

Including images to ActiveCampaign’s abundant text editor is a cumbersome experience. You need separate text boxes for above and listed below the image. Recently I have actually started utilizing ActiveCampaign’s abundant full-screen editor. They have some good templates, however I still desire to send out the simplest email possible. They do have some plain-looking emails, however they have some degree of minimal format, which you can’t eliminate – Active Campaign Automatically Send Birthday Emails.

Active Campaign Automatically Send Birthday Emails

But, with some modifications, I can make my email pretty fundamental. I can make it automatically use up the whole window, and I can fine-tune the typography to be somewhat bigger, and have a little more prominent. The most frustrating part of ActiveCampaign’s rich full-screen editor is adding images. Picture you have actually just typed out an excellent e-mail. Active Campaign Automatically Send Birthday Emails.

You can’t merely add an image to a block of text. Instead, you need to create 2 blocks of text: one for prior to the image, and one for after the image. If you’ve made any format changes, you’ll need to watch on those to remain consistent. That’s something to deal with when you want to add one image, however when you wish to add numerous, it becomes a huge chore.

They even have a standard mage editor where you can crop the image – Active Campaign Automatically Send Birthday Emails. MailChimp’s editor is the very best I’ve seen in all of the email marketing platforms I’ve tried. You have access to the underlying code, so you can create a truly plain e-mail, offered you make a fundamental design template initially.

Active Campaign Automatically Send Birthday Emails

MailChimp’s integrated image editor is extremely effective. You can resize, crop, and include customized text to your images. I miss MailChimp’s email-editing experience (Active Campaign Automatically Send Birthday Emails). It would conserve me a little time to have that exact same experience on ActiveCampaign. But the highly-customizable automations I can construct on ActiveCampaign more than offset that prospective time savings.

ConvertKit’s e-mail modifying experience is very plain, however simple to browse. Their templates are restricted, which is fine with me, but their email editing experience is slightly simpler in that you can produce inline images, and you can develop an absolutely plain e-mail, and even modify the underlying HTML. If you desire to make some quick edits to some e-mails in an automation, with ActiveCampaign, it’s troublesome.

I’ll click on an email, and it takes me to the editor for that e-mail. Note that I can’t even Command + Click to open it in another tab. Whether they suggested to or not, ActiveCampaign has handicapped Command + Click from the automation editor. If I desired to change backward and forward in between different e-mails, I would intuitively be inclined open the exact same automation in various tabs, then open the respective e-mails from each of those tabs.

Active Campaign Automatically Send Birthday Emails

In the Automations section, there’s a “Handle Messages” area. From here, you can see all of the messages in each of your automations. You can edit each one, or you can Command + Click to open each in a brand-new tab to more easily edit your entire sequence. Active Campaign Automatically Send Birthday Emails. Contrast that with ConvertKit’s Sequences.

Again, it would conserve me a great deal of time to have ConvertKit’s automation email modifying experience on ActiveCampaign – Active Campaign Automatically Send Birthday Emails. However picking an e-mail marketing platform resembles selecting a partner. ActiveCampaign offsets it with their Message Variables, more robust automations, and advanced segmentation. Speaking of segmentation, another reason I switched from MailChimp to ActiveCampaign was that MailChimp has actually restricted segmentation alternatives.

You can combine attributes with an AND/OR operator, and you can blend and match those groups of characteristics with another AND/OR operator. With MailChimp, you can just segment by AND/OR, however MailChimp’s Pro strategy allows more sophisticated segmenting, for an additional $199 a month. In my search for the ideal email marketing platform, I saw lots of others, some of which I’ve already mentioned.

Active Campaign Automatically Send Birthday Emails

ConvertKit. If I weren’t on ActiveCampaign, I would most likely be utilizing ConvertKit. Their automations are much simpler to develop, though they aren’t as versatile as ActiveCampaign’s, and their divisions options aren’t as advanced either. They also don’t have goal tracking, or Message Variables. MailChimp. You currently understand that I changed from MailChimp to ActiveCampaign.